で公開中です!
詳しく見る
世界トップクラスの投資家・ヘッジファンドの最新株式ポートフォリオ
メガAUM
2,000億ドル超
AUMが大きい
100億〜2,000億ドル
中規模AUM
20億ドル~100億ドル
運用資産が少ない
2億5,000万ドル~20億ドル
小規模AUM
2億5,000万ドル未満
10%未満
20%未満
40%未満
60%未満
80%未満
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | 名前 | AUM |
AUM 増加率 |
AUM 成長率% |
四半期 推定リターン |
3年間の推定リターン | 保有銘柄 | ポートフォリオ回転率 |
平均保有 期間(年) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
5751
Davidson Trust Company
Seattle,
Washington
| $1.94億 | -$33.8万 | -0.2% | 0.17% | 77% | 158 | 1.9% | 3.2 |
|
| 5752 |
5752
Crown Oak Advisors
Piedmont,
California
| $1.94億 | +$1425万 | +8% | 1.17% | 53.3% | 26 | 15.38% | 0.8 |
|
| 5753 |
LIC
5753
Laurus Investment Counsel
Toronto,
Canada
| $1.94億 | -$6443万 | -25% | 3.95% | 14.1% | 45 | 8.89% | 3.2 |
|
| 5754 |
I2I
5754
Insight 2811 Inc
Chicago,
Illinois
| $1.94億 | -$663万 | -3% | 3.02% | 31.3% | 95 | 12.63% | 4.5 |
|
| 5755 |
5755
Triton Wealth Management
Sun City,
Arizona
| $1.94億 | +$1823万 | +10% | 5.16% | – | 96 | 9.38% | 2.8 |
|
| 5756 |
5756
Financial Council
Towson,
Maryland
| $1.94億 | +$208万 | +1% | 0.6% | 88.6% | 94 | 6.38% | 2 |
|
| 5757 |
5757
Boulder Wealth Advisors
Boulder,
Colorado
| $1.94億 | +$1002万 | +5% | 1.93% | – | 28 | 7.14% | 1.4 |
|
| 5758 |
5758
Summit Investment Advisory Services
Roseville,
Minnesota
| $1.94億 | +$541万 | +3% | 0.89% | 74.2% | 73 | 6.85% | 0.5 |
|
| 5759 |
CCC
5759
Chelsea Counsel Company
Los Angeles,
California
| $1.94億 | -$917万 | -5% | 0.19% | 106% | 205 | 7.32% | 3.4 |
|
| 5760 |
5760
Bellevue Asset Management
Bellevue,
Washington
| $1.94億 | -$98.7万 | -0.5% | 1.17% | 56.7% | 508 | 13.39% | 3.7 |
|
| 5761 |
BC
5761
Bowman & Company
Oshkosh,
Wisconsin
| $1.94億 | +$300万 | +2% | 0.73% | 59.7% | 109 | 12.84% | 2 |
|
| 5762 |
5762
Lakeridge Wealth Management
Mentor,
Ohio
| $1.94億 | +$1161万 | +6% | 0.27% | – | 160 | 9.38% | 0.9 |
|
| 5763 |
LA
5763
Lane & Associates
Moorestown,
New Jersey
| $1.94億 | +$988万 | +5% | 0.27% | – | 126 | 14.29% | 1.4 |
|
| 5764 |
5764
Envision Financial Planning
Memphis,
Tennessee
| $1.94億 | +$355万 | +2% | 2.52% | 32.1% | 46 | 21.74% | 0.7 |
|
| 5765 |
5765
Shelton Wealth Management
Fort Worth,
Texas
| $1.93億 | +$923万 | +5% | 2.02% | 89.4% | 167 | 40.12% | 1.2 |
|
| 5766 |
5766
Transcendent Capital Group
Edmond,
Oklahoma
| $1.93億 | -$159万 | -0.8% | 2.48% | 82.3% | 495 | 16.97% | 0.8 |
|
| 5767 |
5767
Berkeley Inc
Boise,
Idaho
| $1.93億 | -$1.5億 | -44% | 0.62% | 49.4% | 69 | 10.14% | 2.9 |
|
| 5768 |
5768
RHS Financial
San Francisco,
California
| $1.93億 | -$536万 | -3% | 2.69% | 65.6% | 149 | 19.46% | 2 |
|
| 5769 |
5769
KM Capital Management
Austin,
Texas
| $1.93億 | +$608万 | +3% | 0.4% | 60.8% | 48 | 14.58% | 1.3 |
|
| 5770 |
5770
EnCap Energy Capital Fund X
Houston,
Texas
| $1.93億 | -$3772万 | -16% | 16.3% | – | 1 | 0% | 0.3 |
|
| 5771 |
5771
Significant Wealth Partners
Cary,
Illinois
| $1.93億 | -$1.4万 | -0% | 3.91% | – | 124 | 67.74% | 0.4 |
|
| 5772 |
5772
FNY Investment Advisers
New York
| $1.93億 | -$1444万 | -7% | 2.41% | 386% | 1,026 | 64.52% | 0.5 |
|
| 5773 |
5773
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $1.93億 | +$588万 | +3% | 4.9% | 87.2% | 146 | 27.4% | 1.4 |
|
| 5774 |
5774
TradeWell Securities
Fort Wayne,
Indiana
| $1.93億 | – | – | 4.96% | – | 39 | – | 0 |
|
| 5775 |
5775
Ballentine Capital Advisors
Greenville,
South Carolina
| $1.93億 | -$633万 | -3% | 2.74% | 48.8% | 29 | 0% | 0.9 |
|